Atlantic Coast Financial offers investment advice to individuals, high net worth individuals, small businesses, trusts, and estates. As a fiduciary, Atlantic Coast Financial is legally required to act in your best interest. Services include investment management and financial consulting, covering areas like retirement planning, education savings, and insurance needs. Clients are not obligated to implement any recommendations.
Assets Under Management$60M
Clients248
Advisors1
Avg. per Client$240K
Avg. per Advisor$60M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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